Consider selling shares gradually over several years to reduce your tax burden and avoid IRMAA spikes. This will allow you to spread your tax payments over a longer period of time and minimize the impact on your tax bill. It is also worth paying attention to the possibility of using partial sales of shares and subsequent investment of the proceeds in other assets in order to diversify the portfolio.
Statistics: Posted by GermanHinton — Sun Apr 28, 2024 11:21 pm
